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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,768 | $166,268-35.8% | $165,100-35.3% | $145,897-26.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 11.80% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $6,353 | $5,284+20.2% | $4,348+46.1% | $4,663+36.3% |
| Participant deferral / active EE | $29,426 | $6,964+322.5% | $6,035+387.6% | $6,689+339.9% |
| Admin fee / account holder | $44,406 | $16,659+166.6% | $12,696+249.8% | $13,390+231.6% |